Legacy Wealth Group

Overview

Legacy Wealth Group is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional accounts and bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services; the ADV indicates pension consulting is offered but the snapshot flags that the firm is not designated as a pension consultant for regulatory purposes. Legacy Wealth Group does not market itself as an active ESG investor, is not a multi-state adviser per the snapshot, and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices